Once you update the stage of a family to “won,” you will receive an email with your invoiced attached. The email also includes a link to view your invoice, as well as a link to pay that invoice.

Invoices are emailed from our “Invoiced” software with the subject line: Invoice from Seniorly, Inc.: [invoice number]

Click on the blue “View Invoice” box in the body of the email.

You can select the green “download Invoice” link to view the invoice. The invoice will include the name of the community and the resident name. The Activity indicates the calculation used to arrive at your invoice amount.

The invoice date is the move-in date and payment is due in 30 days.

When you click on the green “Pay Invoice” box you’ll also see a list of all your open invoices.

Select the box next to each of the invoice numbers that you want to pay and click the green “Next” box at the bottom of your screen.

Complete the payment information by entering your banking information and ensure that you have the correct email where you want your confirmation of payment sent.

Click the green “Pay” box at the bottom of the screen.

Changes in Move-in Info/Invoices

If the move-in info has changed after the invoice is issued, please update the CRM and let us know via email at

accounting@seniorly.com⁠

and include the following information:

Family’s name in the CRM

Invoice Number

Updated info including: monthly rate, referral fee, any documentation/info that can help resolve this faster.

We will then send you a revised invoice or void the invoice depending on the situation.

If there are other situations like when a short term stay turns into a long term stay, please email us and we will work with you to resolve this on a case by case basis.

Please note that we do not receive notifications automatically for any changes made in the CRM record once the record has been marked as WON. Please email

Accounting@Seniorly.com⁠

to let us know your changes.

Respite Moves

Please note is family is a respite move. You will still need to identify the stage at “Won.”

Add a note with expected stay or plan

Our team will continue to follow up after respite to see if family has moved in as a long term.

We will adjust or add an additional invoice depending on your move in fees.

30+ days old Invoices

If you have any invoices 30+ days old, you will receive a report on the last day of the month. The email subject line will be “Account statement from Seniorly, Inc.” and will be sent from “Seniorly, Inc.<

no-reply@invoiced.com⁠

>”

Click on the green “Pay Now” box and select the Activity link from the left menu to view your invoices.

You will also receive a reminder email when your invoice is past due.

If you have not yet received payment from the community, please just let us know and we’ll check back with you in 30 days.

90+ days old Invoices

When your invoice has hit 90+ days past due, you can expect outreach from our team for an update on why this hasn’t been paid.

If you’re having trouble receiving payment from a community, our team is happy to reach out to them on your behalf to help expedite the process.

If you would like Seniorly assistance, please let us know your community contact’s name and email address. We will CC you on the email to the community so we can hopefully get an update and help you get paid.

Once your invoice is 90+ days past due, you can expect more frequent follow up from our team for status updates so we can update our records.

Payment Methods

Invoices are emailed from Invoiced (Seniorly, Inc. <no-reply@invoiced.com>). The subject line will be “Invoice from Seniorly, Inc.: ####” where #### is your invoice number.

You can submit payments for invoices in the following ways:

Invoiced Portal

Click on the “Review and Pay” box in the email to pay via debit card, bank account, or credit card.

Mail a physical check to

Seniorly, Inc.

PO Box 26804

San Francisco, CA 94126

Please include the Seniorly invoice # in the memo section of your check.

Monthly Statements

You will receive monthly statements that will include open and overdue invoices via email with a subject line “Account Statement from Seniorly, Inc.”

Click on the Blue Box: View Statements

There will be a link for each open invoice under the description column. By clicking the link, you will be able to download the invoice and/or pay via ACH (bank account) or credit card.

If any of the move-in information has changed, please reply to the email and let our finance team know.

**We HIGHLY recommend you pay via ACH (bank account) using the link in the statement as mailed checks are often received late.**

Helpful Reminders:

If you need to revise an invoice, you will need to update the CRM. We are not able to do this for you.

You will need to notify our team if the CRM record was changed. We do not get automatically updated.

If the community charges you a flat fee, you will still need to provide the Resident Monthly Charges. We will still need this data for our records.

When adding the billing information to a WON lead, you need to choose between ‘flat fee’ and ‘percentage fee’ for the community referral fee. Be sure you choose % as needed.

You will recieve reminder invoice emails every 30 days, even if you’ve previously informed us that you haven’t recieved payment or your terms are net 60. This is part of our automated system.

Be sure to check the ‘2nd person fee’ box if there are two residents moving in.

Be sure to update the ‘room type’ field.

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